Overview
Protection Point Advisors, headquartered in Roseville, CA, with an additional office in Los Angeles, CA, is a full-service financial advisory firm. The company specializes in financial planning, wealth management, investment advisory, estate planning, and retirement planning services. Their primary clientele includes successful professionals, healthcare professionals, corporate 401K plans, business owners, and individual investors, aiming to secure their life goals and family legacy plans.
Leadership and Key Personnel
- Richard Watson, CFP® - Founder, President, and CEO. Specializes in wealth management, retirement planning, and asset protection. Engages clients through free educational webinars. Active LinkedIn presence showcasing his financial consulting expertise.
- Michael J. Clarke, CLU - Co-Founder and Director of Advisor Development. Focuses on financial strategy for business owners and families. Connects widely on LinkedIn in the Culver City area, demonstrating his wealth management capabilities.
- Mark Wyhlidko - Director of Financial Planning with nearly 20 years of experience. Joined in 2019, enhancing the firm’s advisory services with comprehensive financial planning strategies.
- Patrick Salimi - Director of Private Client Services, integral to marketing and financial advising since 2019. Specializes in asset protection using a National Digital Family Office approach.
- Julie McCoin - Director of Operations ensuring operational efficiency alongside Client Service Specialists Carey McKinney and Shannon Ott.
Services Offered
- Financial Planning & Wealth Management: Comprehensive strategies for investment management and estate planning, emphasizing personalized and pre-retirement processes.
- Tax and Retirement Planning: Tailored strategies for tax optimization and robust retirement plans.
- Investment Advisory Services: Custom investment models include momentum strategies and flexible asset allocations designed to meet the unique needs of each client.
Business Philosophy and Approach
Protection Point Advisors is dedicated to a team-style collaboration model, facilitating personalized financial services tailored to individual client needs and goals. Their routine Monday meetings emphasize collaborative strategies to help clients create solid foundations for family legacies.
Locations
- Roseville Office: 3200 Douglas Blvd. #305, Roseville, CA 95661
- Los Angeles Office: 400 Corporate Pointe #300, Culver City, CA 90230
Regulatory Compliance
Protection Point Advisors operates as a registered investment advisor, maintaining compliance with SEC and applicable state regulations. Advisory services are offered through EWG Elevate, Inc.
Core Competitors
Brown & Brown Insurance
As the sixth-largest independent insurance brokerage in the U.S., Brown & Brown Insurance delivers comprehensive risk management solutions across various sectors. Their influential market position and history of strategic acquisitions provide a strong competitive advantage.
HUB International
A leading full-service global insurance broker, HUB International offers property and casualty, life and health, employee benefits, and risk management solutions. Headquarters in Chicago, their extensive North American footprint and ability to manage complex risk portfolios position them as a formidable competitor.
Liazon
Focused on enrollment solutions for higher education, Liazon's innovative software could cater to overlapping markets where technology enhances client engagement and service delivery.
Fidelity Investments, Morgan Stanley, and Investec
These firms have a significant influence in investment management, shaping market standards and client expectations in financial advisory and wealth management services.
Strategic Insights
Protection Point Advisors emphasizes long-term financial planning and comprehensive wealth management, appealing to a high-net-worth client base with personalized financial narratives. Positioning itself amid major competitors, the firm leverages a client-centric approach focused on individual family legacies and life goals, setting it apart through bespoke service delivery.
